+632.4%
GEV vs PTEN
+22.5%
+610.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +4.0% | +3.7% |
| 7D | +1.6% | +3.5% | -1.8% | +0.8% |
| 30D | -7.9% | +17.5% | -25.5% | -11.6% |
| 3M | +5.6% | +12.7% | -7.1% | +1.8% |
| 6M | +13.1% | +33.1% | -20.0% | +1.6% |
| YTD | +46.7% | +116.4% | -69.7% | +11.3% |
| 1Y | +51.3% | +141.2% | -89.9% | +9.4% |
| All | +632.4% | +22.5% | +610.0% | +521.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling